CAPSTONE WEALTH MANAGEMENT GROUP, LLC
Top Portfolio Positions
40 positions ·
$65,020,547 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AVGO |
Broadcom Inc.
Technology
|
43,100 | $13,339,881 | 20.52% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
14,402 | $8,312,546 | 12.78% | |
| NVDA |
Nvidia Corp
Technology
|
23,320 | $4,067,008 | 6.25% | |
| AAPL |
Apple Inc.
Technology
|
15,968 | $4,052,518 | 6.23% | |
| KLAC |
Kla Corp
Technology
|
2,596 | $3,822,376 | 5.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
16,382 | $3,411,879 | 5.25% | |
| AAAU |
Goldman Sachs Physical Gold ETF
|
69,044 | $3,189,142 | 4.90% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
9,185 | $2,641,238 | 4.06% | |
| MSFT |
Microsoft Corp
Technology
|
5,575 | $2,063,697 | 3.17% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
13,018 | $1,904,273 | 2.93% |
Portfolio Trend
18 quarters · across all stocks
Holdings in AAAU
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,189,142 | 69,044 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,997,594 | 46,947 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $2,894,413 | 93,731 | Shares | Sole | 2025-04-28 | |
| 2024-09-30 | $403,465 | 15,500 | Shares | Sole | 2024-10-15 | |
| No 13F history on record for this holder in this stock. | ||||||